Based in Frisco, TX, the Cantrill Financial Team strives to ensure clients wants and needs are addressed, and expectations exceeded in every interaction. Brad is the owner and president of Cantrill Financial Group LLC, a wealth management firm serving the North Texas Area. Brad founded the firm out of a desire to practice holistic planning a process that delivers a coordinated strategic plan driven by the values and goals of each client.
Brad attended Austin College in Sherman, Texas and holds a J.D. from Southern Methodist University Dedman School of Law. He is a Certified Financial planner with over 17 years of industry experience and a fiduciary. Brad is a Master Elite member of Ed Slott's Elite IRA Advisor Group, an organization dedicated to being leaders in the IRA industry.
Brad attended Austin College in Sherman, Texas and holds a J.D. from Southern Methodist University Dedman School of Law. He is a Certified Financial planner with over 17 years of industry experience and a fiduciary. Brad is a Master Elite member of Ed Slott's Elite IRA Advisor Group, an organization dedicated to being leaders in the IRA industry.
Services
TAXLogix is a boutique tax preparation service in Frisco, TX that approaches your tax filing holistically. First, we offer the opportunity to personally meet with a preparer who takes the time to learn about your situation and reviews the return for accuracy and completeness. Returns are finished within seven days at an affordable cost and then prepped for delivery and e-filing.
Cantrill Financial Group was founded by Frisco, TX financial advisor Brad Cantrill, CFP, JD in 2006 as an independent holistic planning firm. The firm's mission is to deliver a Concierge Financial Service Experience that can be found at large Wealth Management Firms, but retain the accessibility and flexibility that make boutique planning groups unique.
While you may not encounter these partners in your regular interactions with the firm, we carefully choose and maintain relationships with the right partners - and that makes a world of difference to our clients. Triad Hybrid Solutions is a Registered Investment Advisor firm providing compliance management, operational support, and technology tools to advisors across the country.
Reviews (1)
Gerald Parr
Aug 16, 2018
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We have been utilizing the services of Mr. Cantrill since the Spring of 2008. Through the guidance of Brad, our retirement funds have had a substantial increase that we feel will help us well into our retirement. He has always been willing to answer our questions and shows great patience in helping us when we are making decisions. We have been retired for over 3 years now and in that time his guidance has been extremely helpful and through his help, our investments continue to grow. We wholeheartedly recommend Brad to help with you with your investment needs and know that he will do a good job
